WG

Winton Group Portfolio holdings

AUM $1.96B
1-Year Est. Return 30.2%
This Quarter Est. Return
1 Year Est. Return
+30.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.78B
AUM Growth
-$77.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,540
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12.4M
3
+$11.9M
4
AIG icon
American International
AIG
+$11.4M
5
RJF icon
Raymond James Financial
RJF
+$11.1M

Top Sells

1
+$43.7M
2
+$37.4M
3
+$26.1M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$22.6M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$18M

Sector Composition

1 Financials 20.75%
2 Technology 13.24%
3 Consumer Discretionary 12.39%
4 Healthcare 11.67%
5 Industrials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.28M 0.07%
3,814
+375
377
$1.28M 0.07%
4,495
+915
378
$1.28M 0.07%
46,543
-17,066
379
$1.27M 0.07%
56,357
+1,169
380
$1.27M 0.07%
30,353
+4,467
381
$1.27M 0.07%
7,728
+1,052
382
$1.27M 0.07%
61,366
+1,921
383
$1.26M 0.07%
13,964
-1,313
384
$1.26M 0.07%
35,951
-1,244
385
$1.26M 0.07%
31,854
-2,121
386
$1.25M 0.07%
18,436
+5,221
387
$1.25M 0.07%
9,341
+3,534
388
$1.25M 0.07%
6,727
+1,327
389
$1.24M 0.07%
8,181
-1,082
390
$1.24M 0.07%
20,066
+4,193
391
$1.24M 0.07%
50,440
-6,130
392
$1.24M 0.07%
11,144
+965
393
$1.24M 0.07%
15,408
+6,517
394
$1.24M 0.07%
5,170
-4,848
395
$1.24M 0.07%
9,601
+2,765
396
$1.23M 0.07%
41,178
+1,801
397
$1.23M 0.07%
6,275
-9,161
398
$1.23M 0.07%
14,762
-7,520
399
$1.22M 0.07%
91,530
-122,544
400
$1.22M 0.07%
8,017
-1,234
14 15
16
17 18